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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $183,592-100.0% | $155,574-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 3.20% | 61.37%-58.2pp | 64.87%-61.7pp | 551.28%-548.1pp |
| Employer contribution / active EE | $2,404 | $5,317-54.8% | $4,676-48.6% | $4,663-48.4% |
| Participant deferral / active EE | $4,100 | $6,466-36.6% | $5,629-27.2% | $6,691-38.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |